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Introduction to Oracle Fusion BIP Reporting
Oracle Fusion Applications uses Oracle Business Intelligence platform for reporting and analytics. There are three main types of reports: operational reports for statutory requirements, analytics for interactive data visualizations, and dashboards that combine different reporting components. The document then outlines the steps to create a sample report in Oracle Business Intelligence Publisher (BIP), including defining a data model, creating a report layout using the wizard or manually, and running the report online or scheduling as a job. It also discusses various report layout properties that can be configured.
Introduction to Oracle Fusion BIP Reporting
- 1. 1 Introduction to OracleFusion BIP Reporting By- Gurpreet Singh
- 2. 2 Contents: 1. Introduction toOracle Fusion BIP Reporting 2. Steps to create BIP Report 3. Running the report 4. Report layout properties 5. References 6. Questions
- 3. 3 Introduction Oracle Fusion Applicationsuses the Oracle Business Intelligence platform to provide reports and analytics. Following are the types of reports. Operational reports are static reports that meet operational and statutory reporting requirements. Operational reporting includes the generation of high-volume business documents such as payroll and invoices. Often generated to record past activity, usually in tabular format Analytics (analysis or analytical reports) are visualizations (such as charts and tables) of a specific set of data. An analysis can be embedded into an application page, or included as a component of a dashboard. Analyses are generally interactive and provide ad hoc analysis capabilities to enable the user to customize the presentation of the data in real time Dashboards are a collection of reporting components grouped together to deliver a coherent view of related data. A single dashboard could be comprised of analyses, reports, and prompts
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- 5. 5 BI Roles Business Intelligenceroles apply to both Oracle Business Intelligence Publisher (Oracle BI Publisher) and Oracle Fusion Transactional Business Intelligence. They grant access to Business Intelligence functionality, such as the ability to run or author reports. Users need one or more of these roles in addition to the roles that grant access to reports, subject areas, Business Intelligence catalog folders, and Oracle Fusion data. Business Intelligence roles are defined as application roles in Oracle Entitlements Server.
- 6. 6 Steps to createBIP Reports
- 7. 7 Steps in brief Createnew Data Model Add new Data Set (SQL Query) Run the Query and save the sample data Save the Data Model Create the Layout Save the report
- 8. 8 Steps • Login toOracle Fusion Cloud Instance • Click on Navigator • Go to Tools → Reports and Analytics
- 9. 9 Steps • On Reportsand Analytics screen, click on Browse Catalog
- 10. 10 Steps • Oracle TransactionalBusiness Intelligence screen will appear
- 11. 11 Steps • Click onNew → Data Model
- 12. 12 Steps • Click onadd New Data Set and select SQL Query
- 13. 13 Steps • Enter theName of Data Set- Test Query • Select the Data Source- ApplicationDB_FSCM • Type of SQL- Standard SQL • SQL Query- SELECT * FROM PER_ROLES_DN_VL
- 14. 14 Steps • Group G_1will be created automatically and all the XML Tags will be listed here
- 15. 15 Steps • Use Structuretab to change XML Tag Names, Value if Null, Display Names
- 16. 16 Steps • In Datatab, click View button and it will display the sample data. You can also choose Table view and can increase the count of rows to be displayed. • Click on Save As Sample Data
- 17. 17 Steps • Click onSave button and enter the Data Model Name and Description
- 18. 18 Creating Layout Report Layout UsingWizard Method Generating layout using Data Model automatically By Uploading the RTF File
- 19. 19 Using Wizard Method •Click on Create Report button and click Next button
- 20. 20 Using Wizard Method •Choose the Page Options, Layout and click Next button
- 21. 21 Using Wizard Method •Drag and drop the fields to include in the report and click Next button
- 22. 22 Using Wizard Method •We can delete the columns also by hovering over the header and clicking Delete icon.
- 23. 23 Using Wizard Method •Once done click on Finish button.
- 24. 24 Using Wizard Method •Report will be displayed.
- 25. 25 Alternative Method • Goto Catalog and Click New → Report • Choose Data Model and select Use Report Editor and click Finish
- 26. 26 Alternative Method • Savethe Report by providing the Report Name and Description.
- 27. 27 Alternative Method • Clickon Generate button to generate the layout automatically
- 28. 28 Alternative Method • NewTemplate layout will be displayed. Click on View Report to view the report.
- 29. 29 Alternative Method • Reportwill be displayed
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- 31. 31 Creating Layout Running theReport Running the reports Online Running the reports from Catalog By Creating the ESS Job
- 32. 32 Running the reportsOnline • Go to Catalog and click on Open Link.
- 33. 33 Running the reportsOnline • Report will be displayed.
- 34. 34 Running the Reportfrom Catalog • Go to Catalog and click on More and select Schedule
- 35. 35 Running the Reportfrom Catalog • Schedule Report Job screen will appear
- 36. 36 Running the Reportfrom Catalog • Enter the Report Job Name and click OK and Job will be submitted
- 37. 37 Running the Reportfrom Catalog • Go to Catalog and click on More and select History
- 38. 38 Running the Reportfrom Catalog • On Report Job History Screen, Job will be listed and status should be Success. Click on Report Job Name
- 39. 39 Running the Reportfrom Catalog • Click on Output Name
- 40. 40 Running the Reportfrom Catalog • Report will be displayed
- 41. 41 Running the Reportby Creating ESS Job • Reports can be also be registered as Enterprise Scheduler Service (ESS) Jobs. • Oracle Enterprise Scheduler provides the ability to run different job types, including: Java, PL/SQL, and binary scripts, distributed across the nodes in an Oracle WebLogic Server cluster. Oracle Enterprise Scheduler runs these jobs securely, with high availability and scalability, with load balancing and provides monitoring and management through Fusion Middleware Control.
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- 43. 43 Report Layout Properties •Open the report and click on Properties Button
- 44. 44 Report Layout Properties •General Properties
- 45. 45 Report Layout Properties •Disabling Run Report Online. Open link hidden in Catalog and also View Report button will not run the report
- 46. 46 Report Layout Properties •Disabling Show Controls
- 47. 47 Report Layout Properties •After disabling “Allow Sharing Report Links”, after running the report Share Report Link gets disabled
- 48. 48 Report Layout Properties •Caching Properties
- 49. 49 Report Layout Properties •Formatting Properties
- 50. 50 Report Layout Properties •Font Mapping Properties
- 51. 51 Report Layout Properties •Currency Format Properties used to define Currency Format Masks • For example to display 70,20,550.70 use the format mask: ➢ 99G99G999D99 • Then use the below in RTF file: